On-Site AI & Automation Intern — Consulting Services

Cambridge Investment Research, Inc.; Fairfield, Northern (IA, KY); Hybrid; USD 23,000 - 36,000; Full time

Benefits offered by this job

Apartment-style housing

2 paid holidays

2 days paid time off

Job summary

Cambridge Investment Research, Inc. in Fairfield, IA, is seeking a Consulting Services AI & Automation Intern. The on-site, 11-week paid summer internship offers exposure to Practice Management, SAS, and Source teams, focusing on AI, automation, data analytics, and technology.

You will collaborate across teams, develop prototypes, analyze data and present findings, mentored by professionals, with housing options for Fairfield and potential path to full-time.

Qualifications

• Current undergraduate student pursuing a degree in Data Analytics, Data Science, Computer Science, Business, Operations, Finance, Marketing Analytics, or a related field.
• Demonstrated interest in artificial intelligence, automation, data analytics, or emerging technologies.
• Experience building, experimenting with, or implementing AI-enabled projects, automations, scripts, workflows, or other technology solutions.
• Strong analytical and problem-solving skills with the ability to identify opportunities and recommend practical solutions.
• Curiosity, initiative, and a desire to learn across multiple business disciplines.
• Effective written and verbal communication skills and the ability to work collaboratively with diverse teams.
• Familiarity with Microsoft 365 applications, data analysis tools, coding, scripting, or automation platforms is a plus but not required.

Responsibilities

• Partner with Practice Management, SAS, and Source team members to learn how each area supports financial advisors and contributes to the overall advisor experience.
• Shadow team members and analyze business processes to identify workflow inefficiencies and opportunities for AI, automation, or technology-driven improvements.
• Research, build, test, and document practical AI and automation solutions using approved tools such as Microsoft Copilot, Claude, and other technology platforms.
• Develop prototypes and recommendations that can be evaluated and potentially implemented by the business to improve efficiency and effectiveness.
• Analyze data and create reporting, user profiles, and insights that help teams better understand program participants, target markets, and business opportunities.
• Present findings, recommendations, and project outcomes to business stakeholders in a clear and professional manner.

Skills

Analytical thinking

Problem-solving

Curiosity and initiative

Written and verbal communication

Collaborative teamwork

Microsoft 365 familiarity

Data analysis tools

Coding or scripting basics

Education

Undergraduate student in related field

Tools

Microsoft Copilot

Claude

Automation platforms

Job description

Cambridge Investment Research, Inc. in Fairfield, IA, is seeking a Consulting Services AI & Automation Intern. The on-site, 11-week paid summer internship offers exposure to Practice Management, SAS, and Source teams, focusing on AI, automation, data analytics, and technology.

You will collaborate across teams, develop prototypes, analyze data and present findings, mentored by professionals, with housing options for Fairfield and potential path to full-time.